Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jun 3, 2026
PLD
$129.61B
+8.3% rev YoY
AMT
$87.37B
+6.8% rev YoY
EQIX
$103.63B
+12.1% rev YoY
O
$55.53B
+12.0% rev YoY
Real Estate sector valuations vary significantly among major constituents, with P/E ratios ranging from 30.2 at American Tower Corp to 72.47 at Equinix Inc. Revenue growth is led by Equinix at 12.1% and Realty Income Corporation at 12.0%, while American Tower and Realty Income maintain the highest margins at 45.9% and 45.5%, respectively. Prologis Inc represents the largest constituent by market capitalization at $129.6 billion, as recent market commentary highlights the sector's role in recession-resistant income strategies.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $129.61B | 35.02 | 8.3% | 38.5% |
| AMT | $87.37B | 30.2 | 6.8% | 45.9% |
| EQIX | $103.63B | 72.47 | 12.1% | 24.3% |
| O | $55.53B | 48.81 | 12.0% | 45.5% |
Recent news
- Somewhat-Bullish 5 Recession-Resistant REIT Stocks for Income Portfolios 2026 · 2026-05-04
- Somewhat-Bullish Goldman Sachs REIT Stocks: Top 12 Stock Picks · 2026-02-09
- Somewhat-Bullish 최고의 미국 부동산 ETF & 대표 리츠 기업 찾기 · 2022-08-18
Sources this view read
- fundamentals Real Estate constituent fundamentals (Alpha Vantage)